Mahindra Manulife Consumption Fund vs UTI India Consumer Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹435 Cr | ₹675 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Nov 2018 | 30 Jul 2007 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 123% | 17% |
Expense Ratio | 2.37 | 2.44 |
Manager | Abhinav Khandelwal | Vishal Chopda |
ISIN Code | INF174V01630 | INF789F01CE6 |
Exits Load | Mahindra Manulife Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI India Consumer Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -4.82% | -3.97% |
6 Month | -14.83% | -13.3% |
1 Year | 4.22% | 7.58% |
3 Year | 14.76% | 11.52% |
5 Year | 13.51% | 12.98% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -12.18% | -8.75% |
3 Year | 12.85% | 12.11% |
5 Year | 15.52% | 13.85% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.24% | 12.3% |
3 Year | 18.43% | 11.78% |
5 Year | 16.21% | 11.87% |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.856% | 14.623% |
Sharp | 0.7% | 0.437% |
Beta | 0.904% | 0.916% |
Alpha | 2.423% | -0.985% |
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Fund Managers
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Vishal Chopda |
Total AUM | ₹5522 Cr | ₹6487 Cr |
Fund Manage | 5 | 3 |
Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.4 | 4.62 |
Large Cap | 57.49 | 65.68 |
Mid Cap | 10.16 | 17.67 |
Small Cap | 25.95 | 12.03 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.4 | 4.62 |
Personal Products | 5.71 | 5.47 |
Consumer Durables | 10.31 | 13.97 |
Healthcare Services | 2.05 | 2.03 |
Diversified FMCG | 12.4 | 8.23 |
Paper, Forest & Jute Products | 2 | - |
Leisure Services | 4.52 | 2.82 |
Automobiles | 14.83 | 15.17 |
Agricultural Food & other Products | 2.43 | 2.32 |
Telecom - Services | 6.86 | 6.75 |
Retailing | 12.82 | 15.74 |
Beverages | 4.43 | 4.16 |
Food Products | 4.25 | 3.63 |
Power | 2.88 | - |
Realty | 0.5 | 1.98 |
Household Products | 3.48 | - |
Textiles & Apparels | 0.87 | 2.17 |
Auto Components | 2.81 | - |
Media | 0.45 | - |
Industrial Products | - | 3.12 |
Banks | - | 2.68 |
Finance | - | 1.42 |
Financial Technology (Fintech) | - | 0.78 |
Entertainment | - | 1.5 |
Insurance | - | 1.44 |
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